Quant Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Quant Flexi Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3670 Cr	₹6829 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2018	20 Oct 2008
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	%
Expense Ratio	1.94	1.78
Manager	Amey Sathe	Sanjeev Sharma
ISIN Code	INF277K019K2	INF966L01457
Exits Load	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
1 Month	-0.95%	-2.77%
6 Month	0.19%	-1.65%
1 Year	11.28%	3.72%
3 Year	16.72%	15.11%
5 Year	12.98%	20.52%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
6 Month	0.99%	0.46%
1 Year	8.83%	4.5%
3 Year	12.91%	8.9%
5 Year	12.98%	13.71%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
1 Year	12.25%	9.4%
3 Year	15.65%	16.01%
5 Year	15.8%	17.84%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Standard Deviation	11.4%	15.83%
Sharp	0.94%	0.62%
Beta	0.82%	1.19%
Alpha	1.6%	-2.68%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Name	Amey Sathe	Sanjeev Sharma
Total AUM	₹11910 Cr	₹39731 Cr
Funds Managed	4	22
	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Others	8.06	11.91
Large Cap	65.81	67.05
Mid Cap	14.14	12.92
Small Cap	11.99	8.12

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Others	6.96	11.91
Energy	5.27	-
Technology	11.52	-
Consumer Cyclical	10.91	-
Consumer Defensive	8.67	-
Industrials	6.2	-
Financial Services	27.07	-
Basic Materials	11.95	-
Real Estate	2.68	-
Healthcare	5.13	-
Communication Services	1.68	-
Utilities	1.97	-
Petroleum Products	-	10.3
Construction	-	4.19
Finance	-	7.73
Pharmaceuticals & Biotechnology	-	6.83
Banks	-	2.22
IT - Software	-	2.03
Insurance	-	6.24
IT - Services	-	0.3
Consumer Services	-	0.75
Food Products	-	3.67
Power	-	14.29
Realty	-	1.95
Metals & Minerals Trading	-	6.15
Entertainment	-	1.54
Diversified	-	2.76
Auto Components	-	6.96
Transport Infrastructure	-	4.94
Automobiles	-	3.16
Textiles & Apparels	-	2.08